Creating a New Layout

Creating a New Layout

Understanding Document Types

Hyperscience extracts data from documents and converts it to a machine-readable format. We support Structured, Semi-structured, and Additional documents. In this article, you'll learn how to differentiate between these three document types...

What is a Layout?

You can define layouts to help the system identify the documents in your submission and accurately extract data from them. Depending on the types of documents in your submission — Structured, Semi-structured, or Additional — the layout creation process will vary.

Determining Layout Type

When creating a new layout, you will be asked to choose which layout type you would like to create. Hyperscience supports layouts for three different types of documents: Structured, Semi-structured, and Additional. You will need to create a specific layout based on your requirements.

Layout Management Overview

Using features for Semi-structured documents. This article mentions features used in the processing of Semi-structured documents. Your access to those features depends on your license package and pricing plan. To learn which features are available to your organization, contact Hyperscience.

Layout Editor Tools & Functionality

In the Layout Editor for both Structured and Semi-structured layouts, there are several functions available to assist in creating and editing layouts. The sections below list the Layout Editor functions that can be accessed via the toolbar above.

Creating Structured Layouts

If you plan on processing completed forms through Hyperscience, you first need to create a Structured layout for the form. After you add the layout to Hyperscience, you can use the Layout Editor to define what information the system should extract from the completed forms.

Editing a Structured Layout Variation

You can edit a Structured layout variation using the same tools that were available to you when you created the Structured layout. To learn more about these tools, see Layout Editor Tools & Functionality. While the process of editing a layout variation is similar to creating it, there are a few important differences.

Adding a Variation to a Layout

If you have forms that are very similar to each other, you can create a Structured layout and add a variation for each instance of your form. When you add a variation, you can reuse many of the settings from the original layout to save time.

Managing Layout Variations

In addition to editing the content of your layout variations, you can change them in several ways. You can also create new variations that have the same bounding boxes and field settings as one of your current variations. The tasks described below will guide you through managing these variations effectively.

Creating Semi-structured Layouts

Accessing this feature depends on your license package and pricing plan. To learn which features are available to your organization and how to add more, contact your Hyperscience representative.

Creating Additional Layouts

Additional layouts allow users to define custom categories for unmatched pages, supporting higher-signal categorization of pages not matched by the machine. For example, defining an additional layout such as "Copy of Customer Identification" could be useful for better document handling.

Creating Field Customizations

While your layout's variations share the same field list, you may want some fields to be treated differently across releases. For instance, you may want to change the “Name” field’s Supervision setting to “Always” in one of your releases, but not in others.

Build and Deploy a Layout

Layouts help the system identify and extract data from your submissions. To use the layout functionality, you need to build and deploy a layout, following the steps: Determine the layout type, Build a layout, Define fields, and Deploy.

Document Drift Management (Layout Triage)

Document Drift Management (also known as Layout Triage) is a post-processing feature that helps you manage documents that don't match layouts during Classification. When submissions don’t meet the Structured Layout Match Threshold or need manual intervention, this feature will assist you.

Auto-Splitting

Auto-splitting allows you to define specific rules for splitting submissions into Semi-structured documents. This feature enables different rules for each layout, determining how a sequence of pages from the same layout should be grouped into documents.

Optimized Layouts: Checks

We've developed optimizations for Checks that allow for improved performance compared to standard Semi-structured layout models. To take advantage of these optimizations, use the layout attached to this article rather than creating a Semi-structured layout from scratch.